Financial Architects (New Jersey)’s Yelp YELP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-50
| Closed | -$2K | – | 1351 |
|
|
2019
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 1216 |
|
|
2018
Q4 | $2K | Sell |
50
-50
| -50% | -$2K | ﹤0.01% | 1118 |
|
|
2018
Q3 | $5K | Sell |
100
-150
| -60% | -$7.5K | ﹤0.01% | 1094 |
|
|
2018
Q2 | $10K | Buy |
+250
| New | +$10K | ﹤0.01% | 997 |
|
|
2017
Q1 | – | Sell |
-150
| Closed | -$6K | – | 1529 |
|
|
2016
Q4 | $6K | Buy |
+150
| New | +$6K | ﹤0.01% | 1115 |
|
|
2016
Q3 | – | Sell |
-400
| Closed | -$12K | – | 1456 |
|
|
2016
Q2 | $12K | Buy |
+400
| New | +$12K | ﹤0.01% | 919 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 1026 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 1019 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 945 |
|
|
2014
Q2 | – | Hold |
0
| – | – | – | 871 |
|